Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCUR (CCUR Holdings Inc) | 2.43% | 22.42% | -12.09% | 281.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCUR (CCUR Holdings Inc) | 09/04/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.42 | -12.09 | 281.73 | NA | NA | NA | … | … | 2.43 | 0.23 | -13.46 | -33.33 | -35.00 | -32.43 | -4.21 |
| Sharpe Ratio | NA | 0.67 | -0.59 | 0.45 | NA | NA | NA | … | … | 0.17 | -0.09 | -0.98 | -1.29 | -0.79 | -0.02 | -0.32 |
| Standard Deviation(%) | NA | 30.46 | 26.11 | 622.00 | NA | NA | NA | … | … | 20.51 | 30.40 | 20.46 | 29.36 | 45.92 | 1,604.38 | 39.75 |
| Draw Down(%) | NA | 9.79 | 47.88 | 99.97 | NA | NA | NA | … | … | 7.60 | 16.61 | 15.38 | 33.33 | 44.29 | 99.97 | 16.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCUR (CCUR Holdings Inc) |
-33.91%
May 2022 – May 2025 |
-23.98%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCUR (CCUR Holdings Inc) |
869.86%
May 2021 – May 2024 |
281.73%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart